About these terms
AccountantPortal is a trading name of IT BOFFINS LTD, a company registered in England and Wales with company number 12408554. These Terms of Service explain the rules for using AccountantPortal, including the public website, the business dashboard, tenant-branded client portals and related services. By creating a business account, accepting an invitation, using a client portal or otherwise accessing the service, you agree to these terms.
- AccountantPortal is a software platform. It is not a regulated legal, accountancy, tax, financial, compliance or identity-verification adviser.
- If a separate written agreement, order form, data processing agreement or enterprise contract is signed with us, that written agreement will take priority where it conflicts with these online terms.
- You must be at least 18 years old and able to enter into a binding contract. If you use AccountantPortal for a business, you confirm that you have authority to bind that business.
Plain English summary: these terms govern how AccountantPortal is used. They do not replace professional advice, and any signed commercial agreement can override them.
What AccountantPortal provides
AccountantPortal gives an accountancy practice branded portals where clients can log in, view permitted Xero data and complete common admin tasks. The available features depend on the plan, rollout stage, configuration and integrations enabled for that practice.
- Practice account tools for managing clients, portal branding, team access, forms, files, agreements, settings, audit history and integrations.
- Tenant-branded client portals on AccountantPortal subdomains or verified custom domains, where invited clients can sign in, see assigned work and complete permitted actions.
- Client invitation and authentication tools, including tenant-scoped client passwords so the same email address can use separate access details for different practice portals.
- File upload, download and storage features for practice users and authorised portal users, with tenant and client access controls.
- Structured forms and onboarding requests, including assignment, completion and submission tracking.
- Agreement review and acceptance workflows, including version snapshots and acceptance records. AccountantPortal agreement acceptance is not a guarantee that a document is legally enforceable in every circumstance.
- Xero-connected invoice, receipt, balance and report views where a practice connects its own Xero account. AccountantPortal shows selected information and does not become the accounting system of record.
Accounts, users and access
You are responsible for the users, clients and content connected to your practice workspace.
- Practice owners and authorised team members must keep login details secure and must not share accounts between individuals.
- You are responsible for deciding which clients, contacts and team members are invited, what access they receive, and when that access should be removed.
- Client portal users must use only the portal they were invited to access and must not attempt to view another client, practice or tenant workspace.
- You must provide accurate account, billing, contact and support information and keep it up to date.
- We may suspend or restrict access if we reasonably believe an account is compromised, unlawful, abusive, unpaid, high-risk or in breach of these terms.
Plans, payment and renewals
The plan, price, usage limits, billing period and included features are shown on the website, in the sign-up flow, in an order form or in another written agreement with you.
- Prices are in pounds sterling unless stated otherwise. VAT and other applicable taxes may be added where required.
- Subscription fees are normally charged in advance for the relevant billing period. Usage-based, storage, integration, onboarding or custom-domain charges may be billed separately if they apply.
- If payment fails, we may retry payment, ask you to update payment details, restrict paid features or suspend the workspace after reasonable notice.
- You can cancel a rolling subscription in line with the cancellation options shown in your account or written order. Cancellation normally takes effect at the end of the paid billing period unless we agree otherwise.
- Except where the law requires otherwise, paid fees are non-refundable once the service period has started.
- If consumer cancellation rights apply to you despite the service being intended for business use, nothing in these terms removes those statutory rights.
Any plan-specific order form, checkout confirmation, invoice or written agreement will set out the billing details that apply to that purchase.
Your content and customer data
You keep ownership of the content you upload, create or receive through AccountantPortal. This includes customer records, portal branding, files, form answers, agreement text, agreement acceptances, notes, Xero-linked records and related operational data.
- You grant us the limited rights needed to host, process, transmit, back up, secure, display and support that content for the purpose of providing AccountantPortal.
- You must have the rights, permissions and lawful basis needed to upload, request, store, share and process content through the service.
- You are responsible for the forms, agreements, portal wording, customer instructions and business-specific content you create or publish.
- You must not upload unlawful, harmful, infringing, fraudulent, malicious, exploitative or deliberately misleading content.
- We may remove or restrict content if we reasonably believe it breaches these terms, creates security risk, infringes rights or exposes AccountantPortal or another user to legal or operational harm.
Data protection and security
AccountantPortal is built for business and client data, so data protection and security obligations are shared between us and the business operating each portal.
- Our Privacy Policy explains how we use personal data when we operate AccountantPortal. It forms part of these terms.
- For business account, billing, website and service administration data, AccountantPortal will usually act as controller.
- For client portal content and client records that a practice puts into the service, AccountantPortal will usually act as processor on behalf of that practice, and the practice remains responsible for its own privacy notices and lawful basis.
- You must not use AccountantPortal to collect special category, criminal offence, high-risk, children's or regulated data unless your plan and written agreement expressly permit it and the required safeguards are in place.
- We use reasonable technical and organisational measures designed to protect the service, but no internet service can be guaranteed to be completely secure or uninterrupted.
- You must tell us promptly if you suspect unauthorised access to your account, workspace, portal, API credentials, Xero connection or customer data.
Third-party services and integrations
AccountantPortal may connect to services such as hosting providers, email providers, storage providers, payment services, Xero, authentication services, file-scanning services and analytics or monitoring tools.
- Third-party services are provided by their own operators and may have their own terms, privacy notices, availability commitments, rate limits and fees.
- When you connect Xero or another integration, you authorise AccountantPortal to access and use the relevant data to provide the configured features.
- We are not responsible for outages, data errors, permission changes, API changes or account restrictions caused by third-party services outside our control.
- You are responsible for keeping third-party accounts, credentials and permissions accurate and appropriately limited.
Acceptable use
You must use AccountantPortal lawfully, fairly and in a way that does not harm the service, other users, client portal users or third parties.
- Do not attempt to bypass authentication, tenant boundaries, permissions, rate limits, billing controls or security measures.
- Do not upload malware, run vulnerability testing without permission, scrape the service, overload infrastructure or interfere with service availability.
- Do not use AccountantPortal for spam, harassment, unlawful surveillance, deceptive impersonation, phishing, fraud or unsolicited marketing that breaches applicable law.
- Do not reverse engineer, copy, resell, sublicense or commercially exploit AccountantPortal except as expressly allowed by your plan or written agreement.
- Do not use AccountantPortal in a way that would breach sanctions, export controls, anti-bribery laws, privacy laws, intellectual property laws or consumer protection laws.
Availability, changes and support
We aim to provide a reliable service, but software changes, maintenance, integration limits and operational incidents can affect availability.
- We may update, improve, replace, rename or remove features where reasonably needed for security, compliance, product improvement, third-party changes or commercial reasons.
- We will try to avoid material disruption and, where practical, give notice of significant changes that affect paid features.
- Support is provided through the channels we publish or agree with you. Response times may vary by plan and issue severity.
- We may run maintenance, apply security fixes and take emergency action without advance notice where needed to protect the service or data.
Intellectual property
AccountantPortal, including the software, design, brand, logos, website, workflows, documentation and platform content, belongs to us or our licensors.
- Subject to these terms and payment of any applicable fees, we grant you a limited, revocable, non-exclusive, non-transferable right to use AccountantPortal for your internal business and customer portal operations.
- You must not remove proprietary notices, copy platform designs, create a competing service from AccountantPortal materials, or use our brand in a misleading way.
- Feedback, suggestions and improvement ideas may be used by us without obligation to you, provided we do not use your confidential information unlawfully.
Liability and disclaimers
These liability terms are intended to be fair and clear. They do not limit rights or liabilities that cannot legally be limited.
- Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, fraud, fraudulent misrepresentation, wilful misconduct, or any liability that cannot be excluded under applicable law.
- AccountantPortal is provided on an as-is and as-available basis except as expressly stated in a written agreement. We do not guarantee that it will be error-free, uninterrupted, immune from every security incident, or suitable for every regulated use case.
- We are not responsible for business decisions, professional advice, customer instructions, agreement wording, uploaded content, Xero source data, third-party service failures or your failure to manage user access.
- To the fullest extent permitted by law, we will not be liable for indirect loss, loss of profit, loss of revenue, loss of goodwill, loss of anticipated savings, business interruption or loss caused by third-party services.
- For business customers, including accountancy practices, our total aggregate liability arising out of or in connection with AccountantPortal will not exceed the fees paid or payable by you for the service in the 12 months before the event giving rise to the claim, unless a separate written agreement states otherwise.
Suspension and termination
You may stop using AccountantPortal and cancel your subscription in line with your plan or written agreement. We may suspend or terminate access where there is a material reason.
- Reasons for suspension or termination may include non-payment, security risk, breach of these terms, unlawful use, misuse of integrations, repeated support abuse, insolvency risk or harm to another user.
- When a subscription ends, access to paid features may stop. We may retain, export or delete workspace data in line with the Privacy Policy, data processing terms and any agreed retention period.
- You should export business records, customer files, agreement records and finance information you need before ending the service.
- Sections that by their nature should continue after termination will continue, including payment obligations, intellectual property, confidentiality, data protection, liability limits and governing law.
Governing law, disputes and contact
These terms are governed by the laws of England and Wales, unless mandatory law gives you additional rights that cannot be changed by contract. IT BOFFINS LTD's registered office is 20 Tanners Drive, Blakelands, Milton Keynes, England, MK14 5BN.
- The courts of England and Wales will have exclusive jurisdiction over disputes relating to these terms, except where mandatory law gives a consumer or other protected party the right to bring proceedings elsewhere.
- Before starting formal proceedings, both sides should try to resolve the dispute in good faith by contacting the other side and explaining the issue clearly.
- You can contact AccountantPortal at hello@accountantportal.co.uk.
- You can also read our Privacy Policy for more detail about personal data.